Level Four Advisory Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $410K | Hold |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $648K | Sell |
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|
2020
Q4 | $656K | Sell |
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|
2020
Q3 | $624K | Sell |
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|
2020
Q2 | $744K | Sell |
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|
2020
Q1 | $700K | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $620K | Sell |
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|
2019
Q2 | $676K | Sell |
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|
2019
Q1 | $626K | Sell |
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|
2018
Q4 | $579K | Buy |
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|
2018
Q3 | $541K | Buy |
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|
2018
Q2 | $464K | Buy |
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|
2018
Q1 | $441K | Buy |
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|
2017
Q4 | $316K | Sell |
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|
2017
Q3 | $385K | Buy |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $320K | Buy |
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|
2016
Q4 | $295K | Buy |
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